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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
OIM
1776
Opus Investment Management
Massachusetts
$585M +$17.1M +3% 4.37% 52.8% 93 6.45% 2.6
Pier Capital
1777
Pier Capital
Connecticut
$585M +$31.7M +6% 13% 223% 136 33.82% 0.7
WCM
1778
Wallace Capital Management
Texas
$584M +$32.7M +6% 7.84% 62.3% 69 7.25% 2.4
Corsair Capital Management
1779
Corsair Capital Management
New York
$584M -$2.07M -0.4% 7.83% 435% 88 25% 2
First Financial Equity Corporation
1780
First Financial Equity Corporation
Arizona
$584M – – 4.78% – 451 – 0
GHP Investment Advisors
1781
GHP Investment Advisors
Colorado
$583M +$47M +9% 4.73% 81.4% 304 5.59% 2.8
Kahn Brothers Group
1782
Kahn Brothers Group
New York
$581M -$10.7M -2% 1.28% 53.4% 36 5.56% 3.2
Everett Capital Advisors (UK)
1783
Everett Capital Advisors (UK)
United Kingdom
$581M +$338M +139% 13.4% 30.7% 32 59.38% 0.1
Bernzott Capital Advisors
1784
Bernzott Capital Advisors
California
$581M -$6.36M -1% 8.95% 46.6% 49 8.16% 2.5
Compass Capital Management
1785
Compass Capital Management
Minnesota
$581M +$45M +8% 6.43% 50.8% 44 4.55% 3.1
GVO Asset Management
1786
GVO Asset Management
Switzerland
$580M +$51.6M +10% 8.86% 71.2% 21 14.29% 1.2
Twin Securities
1787
Twin Securities
New York
$580M -$29.6M -5% 16% 506% 30 63.33% 0.3
Mogy Joel R Investment Counsel
1788
Mogy Joel R Investment Counsel
California
$580M +$28.8M +5% 8.24% 121% 127 6.3% 3.2
AA
1789
Ancient Art
Texas
$579M -$71.5M -11% 4.53% 168% 14 35.71% 1.7
BCM
1790
BBT Capital Management
Texas
$579M +$63M +12% 10.5% 31.4% 99 39.39% 1.4
Endurance Wealth Management
1791
Endurance Wealth Management
Rhode Island
$578M +$18.8M +3% 4.6% 59% 536 8.96% 2
Aureus Asset Management
1792
Aureus Asset Management
Massachusetts
$576M +$65.8M +13% 7.55% 93.9% 197 25.89% 1.3
Grassi Investment Management
1793
Grassi Investment Management
California
$576M +$24.7M +4% 4.34% 170% 137 6.57% 2.9
Vigilant Capital Management
1794
Vigilant Capital Management
Maine
$575M +$6.39M +1% 4.43% 48.8% 284 12.68% 2.4
J.V. Bruni & Co
1795
J.V. Bruni & Co
Colorado
$573M +$24.1M +4% 1.86% 97.9% 29 17.24% 2.4
Parus Finance (UK)
1796
Parus Finance (UK)
United Kingdom
$572M +$4.31M +0.8% 16.7% 199% 20 15% 1.9
DRW Securities
1797
DRW Securities
Illinois
$572M -$745M -57% 6.43% 96.2% 104 64.42% 0.7
Acropolis Investment Management
1798
Acropolis Investment Management
Missouri
$572M +$31.3M +6% 3.61% 51% 142 7.04% 2.9
Main Street Research
1799
Main Street Research
Connecticut
$571M +$57.4M +11% 6.42% 232% 118 11.02% 2.3
Foundation Resource Management
1800
Foundation Resource Management
Arkansas
$570M -$20.5M -3% 2.75% 84.5% 60 6.67% 3.4